Great Valley Advisor Group, Inc. Trust For Professional Mgr Cro Call Options Transaction History
Great Valley Advisor Group, Inc.
- $4.13 Billion
- Q1 2025
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SPC
# of Institutions
14Shares Held
635KCall Options Held
0Put Options Held
0-
Prepared Retirement Institute LLC Lansdale, PA252KShares$5.36 Million3.19% of portfolio
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Westmount Partners, LLC Los Angeles, CA77.4KShares$1.64 Million0.46% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA75.8KShares$1.61 Million0.0% of portfolio
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Ubs Group Ag57.7KShares$1.23 Million0.0% of portfolio
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Westbourne Investment Advisors, Inc.29.8KShares$633,4810.22% of portfolio